Thought leadership

Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

11 November 2019 - Quay Global Investors

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The perils of worrying about the future

The perils of worrying about the future

21 October 2019 - Bennelong Australian Equity Partners

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Investment Perspectives: So, what happens if there is a recession?

Investment Perspectives: So, what happens if there is a recession?

11 October 2019 - Quay Global Investors

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Trip Insights: Europe

Trip Insights: Europe

23 September 2019 - 4D Infrastructure

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Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

10 September 2019 - Quay Global Investors

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Investment Perspectives: Five lessons & observations from our first five years

Investment Perspectives: Five lessons & observations from our first five years

12 August 2019 - Quay Global Investors

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Trip Insights: Canada

Trip Insights: Canada

7 July 2019 - 4D Infrastructure

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Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

7 July 2019 - Quay Global Investors

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Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

6 June 2019 - Quay Global Investors

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Global Matters: Populism & perish

Global Matters: Populism & perish

9 May 2019 - 4D Infrastructure

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Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

7 May 2019 - Quay Global Investors

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Global Matters: The changing face of US midstream assets - Investment opportunity created

Global Matters: The changing face of US midstream assets - Investment opportunity created

2 May 2019 - 4D Infrastructure

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Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

3 April 2019 - Quay Global Investors

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Global Matters: The outlook for global listed infrastructure investment in 2019 and beyond

Global Matters: The outlook for global listed infrastructure investment in 2019 and beyond

26 March 2019 - 4D Infrastructure

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Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

6 March 2019 - Quay Global Investors

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Trip Insights: United States North East & Mid West

Trip Insights: United States North East & Mid West

14 January 2019 - 4D Infrastructure

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Trip Insights: Latin America & Europe

Trip Insights: Latin America & Europe

7 December 2018 - 4D Infrastructure

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Investment Perspectives: Will the US yield curve invert?

Investment Perspectives: Will the US yield curve invert?

6 December 2018 - Quay Global Investors

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Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment

Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment

7 November 2018 - 4D Infrastructure

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Investment Perspectives: Australian interest rates - the next move is probably down

Investment Perspectives: Australian interest rates - the next move is probably down

7 November 2018 - Quay Global Investors

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Investment Perspectives: Don't judge a property by its building

Investment Perspectives: Don't judge a property by its building

8 October 2018 - Quay Global Investors

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